First Trust STOXX European Select Dividend Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 3.35 M | $58.65 M | 2.01% | 7.92% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.22 M | $38.79 M | -4.77% | 5.24% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.72 M | $30.04 M | 3.51% | 4.12% |
| MANCHESTER FINANCIAL INC | 02/12/2026 | 1.43 M | $25.00 M | -0.21% | 3.44% |
| UBS GROUP AG | 01/29/2026 | 1.41 M | $24.75 M | -12.79% | 3.34% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.14 M | $19.96 M | -3.91% | 2.75% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.09 M | $19.15 M | 32.87% | 2.63% |
| ODONNELL FINANCIAL SERVICES, LLC | 01/29/2026 | 874.01 K | $15.30 M | 5.56% | 2.31% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 884.98 K | $15.49 M | 4.13% | 2.09% |
| INTELLECTUS PARTNERS, LLC | 02/10/2026 | 609.96 K | $10.67 M | -1.89% | 1.47% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 444.56 K | $7.78 M | 2.29% | 1.18% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 441.18 K | $7.72 M | 2.13% | 1.17% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 459.34 K | $8.04 M | 74.48% | 1.11% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 439.49 K | $7.69 M | -40.84% | 1.04% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 409.66 K | $7.17 M | 0.76% | 0.99% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 342.61 K | $6.00 M | 13.08% | 0.81% |
| IFP ADVISORS, INC | 02/06/2026 | 329.01 K | $5.76 M | 1.87% | 0.78% |
| ORG PARTNERS LLC | 01/14/2026 | 286.05 K | $5.01 M | 33.92% | 0.68% |
| 02/06/2026 | 247.75 K | $4.34 M | -10.99% | 0.65% | |
| OWEN LARUE, LLC | 02/05/2026 | 239.12 K | $4.18 M | 19.86% | 0.63% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 01/28/2026 | 216.98 K | $3.80 M | 4.59% | 0.57% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 213.90 K | $3.74 M | 5.65% | 0.57% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 220.01 K | $3.85 M | 2.97% | 0.52% |
| ALLIE FAMILY OFFICE LLC | 02/13/2026 | 216.94 K | $3.80 M | 0.00% | 0.51% |
| NEXT LEVEL PRIVATE LLC | 01/07/2026 | 186.65 K | $3.27 M | 4.24% | 0.49% |
| HOBART PRIVATE CAPITAL, LLC | 01/27/2026 | 177.06 K | $3.10 M | 5.36% | 0.47% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 178.21 K | $3.12 M | 58.78% | 0.43% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 156.32 K | $2.74 M | -1.37% | 0.41% |
| FOREFRONT WEALTH MANAGEMENT INC. | 01/23/2026 | 155.06 K | $2.71 M | -1.15% | 0.41% |
| ROYAL BANK OF CANADA | 02/17/2026 | 169.09 K | $2.96 M | 74.38% | 0.40% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 163.76 K | $2.87 M | 1.91% | 0.39% |
| JANE STREET GROUP, LLC | 02/12/2026 | 141.88 K | $2.48 M | -72.05% | 0.38% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 155.71 K | $2.72 M | 1.01% | 0.37% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 145.77 K | $2.55 M | -4.29% | 0.35% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 145.68 K | $2.55 M | 0.71% | 0.34% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 143.35 K | $2.51 M | 664.87% | 0.34% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 124.98 K | $2.19 M | 17.40% | 0.33% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 118.63 K | $2.08 M | 9.37% | 0.28% |
| IGNITE PLANNERS, LLC | 02/06/2026 | 113.72 K | $2.09 M | 100.00% | 0.27% |
| TCFG WEALTH MANAGEMENT, LLC | 02/13/2026 | 101.93 K | $1.78 M | -1.19% | 0.24% |
| NAVIS WEALTH ADVISORS, LLC | 02/13/2026 | 95.69 K | $1.67 M | 100.00% | 0.23% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 91.08 K | $1.59 M | 7.10% | 0.22% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 90.78 K | $1.59 M | -28.82% | 0.22% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 86.19 K | $1.51 M | 0.01% | 0.20% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 65.52 K | $1.17 M | 4.87% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 69.30 K | $1.21 M | 13.45% | 0.16% |
| BLUECHIP WEALTH ADVISORS LLC | 02/05/2026 | 58.67 K | $1.03 M | -1.89% | 0.16% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 58.55 K | $1.02 M | 76.97% | 0.15% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 02/06/2026 | 55.00 K | $962.42 K | 21.71% | 0.15% |
| WISCONSIN WEALTH ADVISORS, LLC | 01/07/2026 | 53.49 K | $936.07 K | 0.72% | 0.14% |
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First Trust STOXX European Select Dividend Income Fund institutional Ownership - FAQ's
During the previous two years, 166 institutional investors and hedge funds held shares of First Trust STOXX European Select Dividend Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 3.35 M
WELLS FARGO & COMPANY/MN: 2.22 M
RAYMOND JAMES FINANCIAL INC: 1.72 M
MANCHESTER FINANCIAL INC: 1.43 M
UBS Group AG: 1.41 M
AMERIPRISE FINANCIAL INC: 1.14 M
62.07% of First Trust STOXX European Select Dividend Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 24.74 M shares in the last 24 months. This purchase volume represents approximately $463.45 M in transactions.